Financial Planning Consultants


Learn to use and improve your proficiency with Plan Builder.

Now you can easily and conveniently learn techniques and strategies to fully utilize Plan Builders powerful features.

  • No travel headaches
  • No out of the office downtime!
  • Short easy to learn segments offered by experienced instructors.

Online Academy Sessions

These sessions will help you utilize the software more efficiently and enable you to gain all the advantages offered.

Sessions are 30 - 45 minutes pre-recorded. (Cost $25 per session)


Call 800.325.5540 ext 5

Schedule your sessions today for only $25 per session.


Plan Builder Academy Schedule

How to Gather Data

Introduction to Financial Plan Reports

Client Information Input

 

Retirement Reports

Asset and Insurance Input

Life Insurance and Education Reports

 

Strategies and Goals

Long Term Care and Disability Reports

Scenario Manager & Recommendations

 

Asset Allocation Reports

Estate Planning Input

Estate Planning Reports


 

How to Gather Data

  • Selling the need for Financial Planning
  • Setting the stage for a successful data gathering session
  • Determining what information is needed
  • Deciding what data form to use
  • Collecting the data
  • Preparing to enter the data

Client Information Input

  • Client Information
    • Dependents
    • Occupation
  • Income & Taxes
  • Liabilities & Budget

Assets & Insurance Input

  • Assets Tab
  • Life Insurance
  • Annuities
  • Other Insurance
  •  Money Owed You
  • Real Estate
  • Business Assets

Strategies and Goals

  • Attitudes
  • Retirement
  • Goals
  • Life Insurance Survivor Objectives

Introduction to Financial Plan Reports

  • Print & Preview
  • Defined Sets
  • Basic Reports
    • Income Tax
    • Cash Flow
    • Net Worth
    • Earnings of Present Investment
    • Projected Reports (prior to retirement)
  • Investment Asset Summaries

Retirement Report

  • Retirement Text
  • Effects of Inflation
  • Retirement Planning Needs Analysis Summaries
  • Retirement Planning Needs Analysis Detail
  • Retirement Needs Analysis Graphs
  • Retirement Planning Needs Analysis detail reports
  • Qualified Plan Deferred Investment Analysis
  • IRA Contribution Analysis
  • Conversion from Traditional to Roth IRA Analysis
  • Retirement Needs Analysis Required Minimum

Life Insurance & Education Reports

  • Life Insurance Text
  • Life Insurance Needs Analysis Summaries
  • Life Insurance Needs Analysis Graphs
  • Life Insurance Needs Analysis detail reports
  • Current Life Insurance Policies
  • Education Text
  • Education Funding Needs Analysis Summary
  • Education Funding Needs Analysis Earmarked Assets
  • Education Funding Needs Analysis Detail

Long Term Care & Disability Reports

  • Long Term Care Text
  • Long Term Care Needs Analysis Summaries
  • Long Term Care Needs Analysis Graphs
  • Long Term Care Needs Analysis detail reports
  • Current Long Term Care Insurance Policies
  • Disability Income Needs Text
  • Disability Income Needs Analysis Summaries
  • Disability Income Needs Analysis Graphs
  • Disability Income Needs Analysis detail reports
  • Current Disability Income Insurance Policies

Scenario Manger & Recommendation

  • Simulation Results Detail Box
  • Change Variables
  • Liquidation Order
  • Printing Reports
  • Action Plan

Asset Allocation Reports

  • Asset Allocation Original
  • Asset Allocation Graph
  • Asset Classes Graph Original
  • Asset Allocation Repositioned

Estate Planning Input

  • Asset Inventory
  • Distribution Information
  • Estate Settlement
    • Liquidation Order
    • Change Variables
    • Distribution Order
     

Estate Planning Reports

  • Asset Inventory
  • Estate Tax Analysis
  • Estate Liquidity Analysis
  • Estate Flow Charts
  • Estate Settlement Charts
  • Life Insurance

 

Call 800.325.5540 ext 5

Schedule your sessions today for only $25 per session.

 

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